samsung second biggest offering. hugely overdescribed. mexico fundamentally to most people seems like a place that's having such a difficult moment. but nevertheless appeals to investors. is that your view, as well? >> it does look a popular choice to the vin tors. at least doing better than some of the other industrial economies and growing at a reasonable pace. and i think the fact the central bank is willing to let the currency appreciate does attract investors into that market. >> is there any sign it's becoming frothy? >> i don't think so. i think there's some room to go. >> give us a sense, where do you think the flows, the bulk of the flows will go between those two regions? >> what we've seen so far, much more of a preference for flows to go into latan. i think the underlying growth story there is perhaps a bit better than in asia. and also i think for most there's much more willingness to allow currencies to appreciate. in asia, what we see is central banks. you because the growth story is weak, even if flows do pick up here, i t